Beneficiaries

After your lifetime, charity beneficiaries and personal successors can receive or manage portions of your Charityvest fund, continuing your legacy of giving.
After your lifetime, your giving legacy can continue through your named Beneficiaries for your account.

How to set up Beneficiaries

To nominate beneficiaries to your Charityvest fund:
  1. 1.
    Log in to your Charityvest account, select your name in the top right-hand corner of the page to access your Profile, and click on the Beneficiaries tab.
  2. 2.
    Click to add individual or charity beneficiary types.
  3. 3.
    Decide what percentage of your total fund value you would like to allocate to each beneficiary.
  4. 4.
    Save your preferences. You can view or update this information at any time.

Beneficiary types

Beneficiaries can be a mix of individuals who will receive a transfer of charitable assets to a Charityvest fund in their name and charities who will receive grants for the causes you specify.
To add an individual beneficiary, we ask for their first name, last name, email address, and your relationship. You are able to provide additional contact information, including address and phone number. You may also include a personal note to the individual. We won't notify this person that you added them as a beneficiary until it's time for them to assume advisory privileges.
To add a charity beneficiary, we ask that you search and select from the charities in our database. You also may include the specific need for the grant (if any) and a personal note.
Still have questions about setting up your beneficiary profile? Contact our support team via our Intercom chat or [email protected]